Assets Under Management
$901.3M
Number of Clients
350
Number of Advisors
9
Average Client AUM
$2.6M
AUM per Advisor
$100.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gould Asset Management offers investment management services, primarily through individually managed accounts. They consider client objectives, risk tolerance, and tax situations when recommending investment strategies. Gould may enter into sub-advisory agreements. They may also offer opportunities to invest in real estate and private equity. Gould does not hold itself out as a provider of financial planning services.
341 West First Street, Suite 200, Claremont, CA, 91711-4749